Shannon Drobny partners with Monarch Wealth® and The AmeriFlex Group®
The AmeriFlex Group® actively attracts and supports our female financial advisors. The W Source is our signature offering to help our female advisors build a durable stream of referrals.
The AmeriFlex Group's® President and CEO Outlines Transitional Wealth Planning Benefits for Clients and Advisors in New Book
Brett Straub, CFP®, RICP®, CLU®, ChFC® and Stephanie Wade, AIF®, RICP® partner with The AmeriFlex Group®
The AmeriFlex Group® Welcomes Three Independent Wealth Management Practices Overseeing $721 Million to its Rapidly Growing Hybrid RIA
The addition of these advisors and practices brings The AmeriFlex Group’s total assets under administration to more than $5.6 billion. This expansion builds on the AmeriFlex Group’s recent momentum in California and the Mountain Western region.
Henry (Hank) Kochan partners with The AmeriFlex Group®
The AmeriFlex Group® Launches SuccessionFlex®, A Succession Planning Program for Seasoned Financial Advisors
The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded its network of Transitional Wealth Planners. Founded by Tad Lyle and Dustin Carr, their firm “Planning Resources” brings a combined 50+ years in the financial services industry.
The practices include five financial advisors that collectively oversee over $507 million in client assets, bringing The AmeriFlex Group’s total assets under administration to more than $4 billion. This expansion builds on the AmeriFlex Group’s recent momentum in Southern California and the western United States.
Thomas Goodson at The AmeriFlex Group® Discusses Why the Traditional Super-OSJ Model Has Run Its Course – And Why the Hybrid RIA Group Model Will Replace It